+4,362.0%
KNX vs CASY
+13,135.9%
-8,773.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +3.1% |
| 7D | +9.2% | +3.6% | +5.7% | +8.1% |
| 30D | +0.9% | +9.1% | -8.1% | -1.7% |
| 3M | -12.7% | -16.5% | +3.8% | -8.5% |
| 6M | +7.3% | -19.7% | +27.0% | +12.3% |
| YTD | +23.1% | +29.3% | -6.2% | +11.4% |
| 1Y | +47.1% | +33.1% | +13.9% | +31.6% |
| 3Y | +33.3% | +158.5% | -125.3% | -4.7% |
| 5Y | +12.1% | +266.7% | -254.6% | -28.6% |
| 10Y | +106.9% | +553.5% | -446.6% | +8.2% |
| All | +4,362.0% | +13,135.9% | -8,773.9% | +1,011.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling